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Building 2MILBORN ADVISORS, LTD

Map pinMILWAUKEE, WI
Phone414-585-0070
NotebookSEC #801-136020
Total AUM
$107.7M
Employees
2
Clients
181

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
301 N. BROADWAY, SUITE 203
MILWAUKEE
WI 53202
United States
Operating Hours
8:00AM - 6:00PM
Monday - Friday
Phone
414-585-0070

ReceiptFinancials

Total AUM
$107.7M
Accounts
659
Discretionary
$107.7M
Accounts
659
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
161
AUM
$62.5M
HNW Individual Clients
17
AUM
$44M
Pension/Profit Sharing Plan Clients
1
AUM
$593.2K
Corporation or Business Clients
2
AUM
$592.6K

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ILMNTXWI

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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